News + Filings Holdings
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CFO4Life Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 497,155 | 497,155 | 27,507,561,000 | 27,507,561,000 | 5.90 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 1,915 | 1,915 | 936,416,000 | 936,416,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
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UNITED RENTALS, INC.
| URI | Common | 1,776 | 1,776 | 791,058,000 | 791,058,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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PARKER HANNIFIN CORP
| PH | Common | 1,929 | 1,929 | 752,354,000 | 752,354,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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FISERV INC
| FISV | Common | 5,474 | 5,474 | 690,545,000 | 690,545,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
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BORGWARNER INC
| BWA | Common | 13,976 | 13,976 | 683,554,000 | 683,554,000 | 0.15 | |
Hist
| 06/30/2023 |
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ANALOG DEVICES INC
| ADI | Common | 3,240 | 3,240 | 631,106,000 | 631,106,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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HUBBELL INC
| HUBB | Common | 1,884 | 1,884 | 624,659,000 | 624,659,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
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TEXTRON INC
| TXT | Common | 8,328 | 8,328 | 563,223,000 | 563,223,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 6,699 | 6,699 | 452,207,000 | 452,207,000 | 0.10 | |
Hist
| 06/30/2023 |
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LINDE PLC
| LIN | SHS | 1,169 | 1,169 | 445,483,000 | 445,483,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 798 | 798 | 374,246,000 | 374,246,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 403 | 403 | 349,737,000 | 349,737,000 | 0.08 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 648 | 648 | 288,636,000 | 288,636,000 | 0.06 | |
Hist
| 06/30/2023 |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 1,030 | 1,030 | 213,815,000 | 213,815,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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AMERISOURCEBERGEN CORP
| ABC | Common | 1,061 | 1,061 | 204,218,000 | 204,218,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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GLOBAL MOAT FUND, LP
| MOAT | ETF | 2,548 | 2,548 | 203,305,000 | 203,305,000 | 0.04 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IBDO | Common | 8,025 | 8,025 | 202,949,000 | 202,949,000 | 0.04 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| GS | Common | 626 | 626 | 202,049,000 | 202,049,000 | 0.04 | |
Hist
| 06/30/2023 |
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Sachem Capital Corp.
| SACH | COM | 49,100 | 49,100 | 171,359,000 | 171,359,000 | 0.04 | 0.11 |
Hist
| 06/30/2023 |
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SLR Investment Corp.
| SLRC | COM | 12,000 | 12,000 | 171,240,000 | 171,240,000 | 0.04 | 0.02 |
Hist
| 06/30/2023 |
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Palladium Group Holdings Pty Ltd
| PTY | COM | 11,305 | 11,305 | 158,270,000 | 158,270,000 | 0.03 | |
Hist
| 06/30/2023 |
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MEDICAL PROPERTIES TRUST INC
| MPW | Common | 14,828 | 14,828 | 137,307,000 | 137,307,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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AEMETIS, INC
| AMTX | Common | 18,460 | 18,460 | 135,312,000 | 135,312,000 | 0.03 | 0.05 |
Hist
| 06/30/2023 |
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AGNC Investment Corp.
| AGNC | REIT | 11,855 | 11,855 | 120,091,000 | 120,091,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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TriplePoint Venture Growth BDC Corp.
| TPVG | COM | 10,000 | 10,000 | 117,800,000 | 117,800,000 | 0.03 | 0.03 |
Hist
| 06/30/2023 |
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Ares Commercial Real Estate Corp
| ACRE | COM | 10,000 | 10,000 | 101,500,000 | 101,500,000 | 0.02 | |
Hist
| 06/30/2023 |
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XAI Octagon Floating Rate & Alternative Income Term Trust
| XFLT | Common | 15,000 | 15,000 | 100,200,000 | 100,200,000 | 0.02 | |
Hist
| 06/30/2023 |
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BrightSpire Capital, Inc.
| BRSP | COM CL A | 14,500 | 14,500 | 97,585,000 | 97,585,000 | 0.02 | |
Hist
| 06/30/2023 |
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ASE Technology Holding Co., Ltd.
| ASX | SPONSORED ADS | 11,096 | 11,096 | 86,438,000 | 86,438,000 | 0.02 | |
Hist
| 06/30/2023 |
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Oxford Lane Capital Corp.
| OXLC | COM | 16,027 | 16,027 | 77,571,000 | 77,571,000 | 0.02 | |
Hist
| 06/30/2023 |
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Hanesbrands Inc.
| HBI | Common | 10,441 | 10,441 | 47,400,000 | 47,400,000 | 0.01 | 0.00 |
Hist
| 06/30/2023 |
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